Corient Private Wealth’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Corient Private Wealth’s Portfolio PULS Stock Details PULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Sell	22,732 -8,283	-27%	-$411K	﹤0.01%	1741
2026 Q1	$1.54M	Sell	31,015 -4,768	-13%	-$237K	﹤0.01%	1406
2025 Q4	$1.77M	Buy	+35,783	New	+$1.78M	﹤0.01%	1218
2025 Q3	–	Sell	-4,405	Closed	-$219K	–	2653
2025 Q2	$219K	Buy	+4,405	New	+$218K	﹤0.01%	2186
2025 Q1	–	Sell	-7,000	Closed	-$347K	–	2417
2024 Q4	$347K	Buy	+7,000	New	+$348K	﹤0.01%	1818

Other funds holding PULS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Corient Private Wealth's PULS Position: Q2 2026 in Review

Corient Private Wealth reduced its PGIM Ultra Short Bond ETF (PULS) stake by 27% in Q2 2026, selling an estimated $411K and leaving 22,732 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

Corient Private Wealth first reported a position in PULS in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.77M in Q4 2025. 469 funds tracked by Wall St. Rank hold PULS as of Q2 2026.

Corient Private Wealth held 22,732 shares of PGIM Ultra Short Bond ETF worth $1.13M as of Q2 2026.
Corient Private Wealth sold 8,283 PGIM Ultra Short Bond ETF shares in Q2 2026, an estimated $411K.
PGIM Ultra Short Bond ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1741 holding.
Corient Private Wealth first reported a position in PGIM Ultra Short Bond ETF in Q4 2024 and has held it in 5 quarters since.
Corient Private Wealth's PGIM Ultra Short Bond ETF position peaked at $1.77M in Q4 2025.
469 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.